Resources Category: Manage Investments

How do Target Date Funds Work

Gunter Johannes / 18 Jun 2021

Learn how target date funds work, and their advantages and disadvantages.

How to Feel in Control When Markets Are Volatile

Gunter Johannes / 12 Aug 2020

6 simple ways to take action in your financial life without hurting your long-term goals.

What Should I Do if the Markets Drop?

Gunter Johannes / 12 Aug 2020

Vanguard provides lessons and steps to take when the market is in a downturn to put yourself in the best position possible.

Investing for Income in Retirement

Gunter Johannes / 12 Aug 2020

3 steps to get more income from your portfolio.

When Markets Dip, Don’t Drop Out

Gunter Johannes / 12 Aug 2020

“While staying the course may be hard on your nerves, it can be healthier for your portfolio.”

Help Protect Retirement Income: Understand Sequence-of-Returns Risk

Gunter Johannes / 12 Aug 2020

“If you’re nearing or in retirement and are worried about how you’ll make your portfolio last in uncertain times, make sure you understand sequence-of-returns risk.”

401(k) Insight: Investment Selection for Beginners

Gunter Johannes / 7 Aug 2020

“You can always change where you invest, but you can’t get back the years of growth you miss by not investing at all.”

Worried About Your 401(k)?

Gunter Johannes / 7 Aug 2020

‘Don’t even open that statement if you don’t want,’ expert says — here’s why.

How to Select Investments in Your Ubiquity 401(k) Platform

Gunter Johannes / 5 Aug 2020

Instructions for selecting your investment strategy during the enrollment process.

Morningstar Managed Plan Solutions

Gunter Johannes / 5 Aug 2020

Overview of how the Morningstar-managed model portfolios can help you save for retirement.